Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 17th, 2020

Adviser Managed Accounts. A Good Fit?

The past few years have seen a number of recordkeepers roll out new “adviser managed accounts,” i.e., managed accounts that include the consulting services of an independent registered investment adviser. Read more >
Strategies for Including Private Equity in DC Plans
From an operating perspective, plans can use private investments in a multi-asset class investment vehicle. Read more >
Will 2020 Deliver Union Pension Funding Solution?
The American Federation of Musicians and Employers’ Pension Fund is just the latest union multiemployer pension to appeal to the Treasury Department for permission to cut benefits. Read more >
Investment Product and Service Launches
Fidelity Investments releases bond model suite, and BlackRock announces sustainability as new standard for investing. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
A Reminder to Avoid Fraudulent Hardship Withdrawals
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
Prolonged Low Rates and TDFs
Fund managers have to adjust to a new normal. Read more >
In the Near Future
Just a matter of time before retirement income becomes widespread, experts say. Read more >
Market Mirror
Thursday, the Dow gained 267.42 points (0.92%) to finish at 29,297.64, the NASDAQ closed 98.44 points (1.06%) higher at 9,357.13, and the S&P 500 increased 27.52 points (0.84%) to 3,316.81. The Russell 2000 gained 22.82 points (1.36%) to finish at 1,705.21, and the Wilshire 5000 climbed 293.58 points (0.88%) to 33,827.74.   The price of the 10-year Treasury note was down 2/32, increasing its yield to 1.804%. The price of the 30-year Treasury bond decreased 4/32, bringing its yield up to 2.256%.
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